Home Service Pros: 3 QuickBooks Tips to Save Time

If you’re a contractor, plumber, electrician, or other home service provider, you probably didn’t start your business to stare at spreadsheets. The good news? QuickBooks can do a lot of the heavy lifting—if you know how to use it right.

Here are 3 QuickBooks tips that will save you hours (and headaches):

1. Automate Recurring Invoices

Do you bill clients on a regular schedule (weekly, monthly, quarterly)? Set up recurring invoices in QuickBooks so you never forget. It keeps your cash flow consistent and cuts down on admin work.

2. Use the Mobile App for Expense Tracking

On the go all day? Snap photos of receipts and log expenses right from the job site. No more piles of crumpled paper or trying to remember what that $47 charge was for two months ago.

3. Set Up Rules for Categorizing Transactions

QuickBooks Online lets you create “bank rules” to automatically categorize recurring charges like gas, materials, or subscriptions. You’ll spend less time sorting and more time growing.

FAQ

Q: Can I use QuickBooks if I’m not great with tech?
A: Absolutely! Once it's set up, the workflows are simple. Plus, you can get support along the way.

Q: Will these features work on the go?
A: Yes—QuickBooks Online has a mobile app so you can manage your finances from the field.

Q: Do I need a bookkeeper if I use QuickBooks?
A: It depends. Many service pros benefit from both: software for daily use, and a pro for review and guidance.

💡Want help setting up QuickBooks the right way—so it works for your service business (not against it)?
Book a free 30-minute call with Dr. Bryan Raya, QuickBooks ProAdvisor.
👉 https://calendly.com/dbrbookkeeping/30-minute-zoom-consultation-call

Let’s keep Doing Business Right!
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